Welcome to 4admin
4admin is the AI platform that streamlines plan information gathering for UK wealth management firms. Send Letters of Authority, track provider replies in one inbox, turn the documents you receive into structured policy analyses, chase gaps by email or phone, and push the results to your CRM.
Where to start
What you see when you sign in at 4admin.app depends on your plan:
- Plans that include LOAs land on LoAs → Submissions. Start with Letters of Authority.
- Other plans land on Clients & Cases. Start with Clients & Cases / Analyses.
The sidebar
| Item | What it does | Who sees it |
|---|---|---|
| Notifications (bell) | Updates on analyses, LOAs and background jobs | Everyone |
| LoAs → Submissions | Your LOA board and list | Plans that include LOAs |
| LoAs → Smart Inbox | Provider replies from your LOA mailbox, with unassigned mail to triage | Plans that include LOAs (not read-only users) |
| Analyses or Clients & Cases | Your clients and their policy analyses | Everyone |
| Analyse | Upload a document and analyse a single policy | Plans without LOAs |
| Calling | Call history and calls that cover several policies | Firms with the Calling page enabled |
| Usage | Organisation-wide usage dashboard | Admins |
| Reconciliation | Income reconciliation analyses and dashboard | Firms with the Income Reconciliation add-on |
| Support Centre | Opens this documentation site | Everyone |
| Settings | Subscription, extraction fields, templates, CRM, mailboxes and phone numbers | Everyone except read-only users |
Guides
| Section | What's covered |
|---|---|
| Letters of Authority | Set up your LOA mailbox, submit single and multi-policy LOAs, track statuses, handle rejections, work the Smart Inbox, and turn replies into analyses |
| Clients & Cases / Analyses | The client list, analysing and reviewing policies, adding documents, and requesting missing information by email |
| Calling providers | Verify your number, call providers from a policy or an LOA, and work with recorded transcripts |
| Settings & Team | Subscription and usage, extraction fields, custom fields, email templates, contact methods, users and access levels, reassigning ownership, data retention |
| CRM Integrations | Connect Intelliflo, Plannr, Xplan or Curo and push analysed data in one click |
| Browser extensions | Move analysed data into Genovo or Selectapension |
| Support | Common issues and how to contact us |
Need help?
- Ask AI: use the Ask AI button in the bottom-right corner of this site to ask questions about the documentation.
- Email Support: click Email Support in the top-left of this site, or email support@4admin.co.uk. We aim to respond within 3 business hours.